Account Type*** ***Account Owner******* ****Account Opps/Deals**** *****Closed Won • Dec 24***K $Closed
*** ****Worked in execs roles at *** together from 2021-2024**** ****Worked in the same department at *** together from 2021-2024
Charles SchwabVP - Branch ManagerDec 19 - PresentFidelity InvestmentsAssistant Branch ManagerOct 10- Dec 19Wells Fargo AdvisorsInvestment ConsultantJul 09- Oct 10
Daphne KollerFounder And CEOView Profile, daphne kollerMichael BeberCo Founder And Board ChairView Profile, michael beberDan LeshemChief Executive OfficerView Profile, dan leshem